Customer Relationship Analyst Jobs

Understanding of how CRM systems handle customer lifecycle management for sales, marketing, and service processes.

Facilitate regular communication including status updates and finding the right people to answer questions and clarify requirements.

Ability to navigate multiple personalities and sometimes contradictory ideas during requirements gathering and analysis.

Software experience in the MS Office Suite, Rally PPM, and Enterprise CRM (Salesforce, Dynamics, etc.).

Three or more years Business Analysis experience in a Scrum or similar Agile team environment.

Participate in sprint planning meetings to provide insight into work in progress, backlog efforts, impediments & risks, etc.

- Strong organizational skills with the ability to manage multiple tasks and priorities effectively.

- Proficiency in using customer relationship management (CRM) software and other relevant tools.

- Previous experience in luxury customer service, preferably within the travel industry or related field.

- Exceptional interpersonal and communication skills, both written and verbal.

- A genuine passion for delivering outstanding customer experiences and exceeding expectations.

- Demonstrated problem-solving and conflict resolution abilities.

Bachelor’s degree required and 1-2 years' experience working in customer service and supply chain management.

Respond to information requests from Customer Service Reps, Contracts, Credit Collections and Trade

Maintain customer product portfolios to ensure compliance with PDMA/FDA guidelines and ensure Pharmaceutical’s distributor website reflects data consistent with any restrictions.

Professional or personal experience supporting individuals with disabilities preferred

Minimum of one year of experience in customer service and/or sales

Excellent interpersonal, analytical and critical thinking skills

Excellent written and verbal communication skills

Client Relationship Specialist - Remote

Competitive compensation: $16.00 - $17.00 per hour PLUS quarterly bonuses based on performance.

High school diploma or equivalent or relevant experience in lieu of educational requirement.

Documents interactions and provides feedback to manager on recurring issues.

Recognizes similar problems to past experiences and precedents.

Consistently acts according to our customer experience standards, including:

Strong relationship-building and interpersonal skills.

Previous property-and-casualty insurance industry experience.

Comprehensive benefits package offered for eligible employees:

Manages all follow-up functions with the account, post set-up.

At least 2 years of related experience

Basic skills in Access, Excel, PowerPoint, MS Project, Visio, Word

We recognize our veterans by offering a company paid day off for Veterans Day

Compensation is commensurate with experience

Key Skills and Experience Required

Track sales reports, keeping detailed accounts & status reports, and perform data entry.

Manage administrative and analytical duties. Analyse large data sets to gauge performance, identify opportunities, understand trends, and ultimately deduct actionable insight.

Apply financial acumen and analytical skills to build and execute a successful strategy.

Coordinate with customer team members to improve and manage the analytical reporting along with providing the support for sales.

Advanced abilities with Power BI, Retail Link, NOVA, Netsuite systems.

Build a thorough understanding of institutional asset management marketplace including the processes and “best practices” of selling to that market

Attention to detail, responsiveness to clients, efficient time management, and deadline driven mindset

Build strong working relationships with Alternatives Coverage Specialists, relationship managers, client service managers, and other internal stakeholders

Institutional client servicing experience desired

Strong interpersonal, communication, and writing skills

A range of flexible benefits including Retail Discounts, Commuter Discounts and Gym benefits

Effectuer une analyse post-financement des dossiers qui le nécessitent.

Assurer la satisfaction de la clientèle et préserver l’image professionnelle de la Banque en offrant un service personnalisé et efficace.

Identifier et développer des perspectives de prêts et de dépôts pour atteindre les objectifs de Natbank.

Rapport au vice-président adjoint du développement des affaires à Naples

Procéder aux renouvellements en assurant la conservation.

À l’occasion, représenter Natbank à diverses activités de développement des affaires.

1-2 years of experience working in a Customer Success, Relationship Management, Account Management, or similar role

Manage multiple priorities and activities for clients while effectively collaborating with delivery teams to ensure a positive customer experience

Effectively develop an understanding of Benchmark's SaaS offerings to inform the growth process and product roadmap

Ability to prioritize, execute projects, and manage time effectively

Drive customer satisfaction and growth among a portfolio of our existing customers

Continually grow existing customer relationships by identifying new business or growth opportunities to drive deeper engagement

6 to 7 years of Customer Service or Account Management experience.

Excellent stakeholder management skills at all levels of organization including executive management.

Effective decision-making and change-management skills.

Strong project management and organization skills.

Lean/ Six Sigma (First Choice) experience and/or certification desired.

Deploy account strategy and tactical plans for customer portfolio in close alignment with the Regional Sales Managers (RSMs).

Bachelor’s degree desired in business, management or marketing, or equivalent combination of education and experience.

Minimum 3-5 years' previous sales, client relationship management and/or customer service experience

Other Knowledge, Skills and Abilities:

Ability to quickly establish relationships and interact with business owners, executives and managers.

Provides support and guidance to clients (SMBs) daily

This role is largely reactive with some proactive outreaches

A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days

Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits

Educational resources, matching gift, and volunteer programs

Undergraduate/bachelor’s degree in a finance related field is preferred

Experience in related field is preferred

Excellent oral and written communication skills

Supporting the Relationship Marketing Manager with ad hoc programs

Four-Year College Degree (BA or BS) and relevant work experience

CRM experience, specifically in email/direct mail channels

Experience working with TFS IDS Factories

Experience using reporting & analytics to inform decisions & identify key business opportunities

Speak with your recruiter and hiring manager to learn more about our hybrid work program.

3+ years of sales or relationship management experience driving customer-related strategy, preferably in a SaaS or information services business.

Participate in Root Cause Analysis including incident and problem management activities.

Manage and coordinate the processing, communication, and implementation of all customer changes, including performing modifications on searches per customer requests.

Escalate appropriate retention efforts to their manager.

Other job duties as assigned to meet the business needs.

Bachelor’s degree in business or related area. Proven work experience will be considered in lieu of degree.

Comprehensive benefits package offered for eligible employees:

Manages all follow-up functions with the account, post set-up.

At least 2 years of related experience

Basic skills in Access, Excel, PowerPoint, MS Project, Visio, Word

We recognize our veterans by offering a company paid day off for Veterans Day

Acts as a single point of contact for a specific account.

Supporting the Relationship Marketing Manager with ad hoc programs.

Four-Year College Degree (BA or BS) and relevant work experience.

CRM experience, specifically in email/direct mail channels.

Experience working with TFS IDS Factories.

Experience using reporting & analytics to inform decisions & identify key business opportunities.

Participating in project planning, status meetings, and performance reviews with creative agency.

Excellent time management and organization skills, with the ability to manage multiple competing priorities

Leverage deep statistical and analytical skills to optimize “next best experience” program performance

Incorporate next-best-experience capabilities into business logic, analytical models, and measurement tools to ensure contextually relevant customer journeys and experiences

Demonstrate strategic thought leadership in the personalization space, leveraging advanced analytical skills to evaluate program performance

Must have the ability to learn complex material quickly and manage multiple deliverables simultaneously

Excellent interpersonal skills and the ability to communicate, partner, and collaborate.

Comprehensive benefits package offered for eligible employees:

Manages all follow-up functions with the account, post set-up.

At least 2 years of related experience

Basic skills in Access, Excel, PowerPoint, MS Project, Visio, Word

We recognize our veterans by offering a company paid day off for Veterans Day

Acts as a single point of contact for a specific account.

Work with internal business partners (platform distribution, sales, product, marketing, legal, transfer agency management and finance) to execute against business plan

Strong computer and data management skills

Experienced with Excel, Word, Power Point, and Salesforce CRM is preferred

Ability to articulate specific sales strategies and processes, Client interfacing experience a plus

A range of flexible benefits including Retail Discounts, Commuter Discounts and Gym benefits

Record maintenance and quality control of, and report generation using our CRM reporting system (Salesforce)